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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,795 | $60,349-42.3% | $74,184-53.1% | $62,881-44.7% |
| Participation rate | 84.1% | 72.7%+11.4pp | 76.6%+7.5pp | 69.3%+14.8pp |
| Annual return | -30.29% | 21.38%-51.7pp | 17.74%-48.0pp | 20.14%-50.4pp |
| Employer contribution / active EE | $11,168 | $1,680+564.7% | $2,370+371.2% | $2,281+389.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,975 | $4,261+63.7% | $5,586+24.9% | $4,296+62.4% |